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Fixed Index Annuities

Strategically Diversify & Minimize Risks

What is a fixed index annuity?

A fixed index annuity is an insurance product that offers the potential for growth while providing downside protection and income in retirement. While there are many different types of annuities, a fixed index annuity offers the unique benefit of being able to participate in the stock market's upside potential without worrying about the downside risk. This is because the gains in the annuity are based on a predetermined index, such as the S&P 500, and are not directly linked to the stock market.

  • Tax deferral
  • Liquidity options
  • Annuity payout options
  • Full accumulation at death
  • Ability to avoid probate
  • Fixed account option

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At Dixon Financial we put your needs first. We advocate for our clients and are there to be a trusted advisor and guide through the planning process. We evaluate possible pitfalls in your current plan and walk you through opportunities and options available to you.


It’s not about products, it’s about people. Together we can combine the steps above to prioritize your goals
and implement your plan with sound practices and strategies to create your unique Legacy.

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